Purchases and Sales Made in Q2 2025 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q2 2025. The information is specifically focused on institutions that hold shares of REAVES UTILITY INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
267New |
$7.76K - $9.66K
|
267
$9.93K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
254+ 1.3% |
$7.39K - $9.19K
|
19.8K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
254New |
$7.39K - $9.19K
|
254
$9.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
222+ 2.64% |
$6.46K - $8.03K
|
8.64K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
206+ 3.77% |
$5.99K - $7.45K
|
5.68K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
203+ 0.71% |
$5.9K - $7.34K
|
28.9K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
201New |
$5.85K - $7.27K
|
201
$7.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
156+ 2.39% |
$4.54K - $5.64K
|
6.68K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
153New |
$4.45K - $5.54K
|
153
$5.69K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
123+ 1.86% |
$3.58K - $4.45K
|
6.75K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
104+ 1.33% |
$3.02K - $3.76K
|
7.94K
$295K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.63% |
$2.91K - $3.62K
|
6.25K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
99+ 0.14% |
$2.88K - $3.58K
|
69.7K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
78+ 0.51% |
$2.27K - $2.82K
|
15.5K
$576K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
68+ 0.1% |
$1.98K - $2.46K
|
69.7K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
53+ 0.22% |
$1.54K - $1.92K
|
24.5K
$913K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
28+ 0.15% |
$814 - $1.01K
|
19.2K
$714K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 1.69% |
$785 - $977
|
1.62K
$60.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1.72% |
$291 - $362
|
591
$22K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
10+ 1.22% |
$291 - $362
|
830
$30.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.11% |
$233 - $289
|
7.17K
$267K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.25% |
$233 - $289
|
3.22K
$120K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.41% |
$29.1 - $36.2
|
72
$2.68K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.77% |
$901 - $1.12K
|
4K
$149K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.66% |
$1.45K - $1.81K
|
7.55K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-154- 1.42% |
$4.48K - $5.57K
|
10.7K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-186- 0.45% |
$5.41K - $6.73K
|
41.1K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-188- 0.67% |
$5.47K - $6.8K
|
28.1K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-289- 6.12% |
$8.4K - $10.5K
|
4.43K
$165K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-342- 0.59% |
$9.95K - $12.4K
|
57.6K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-372- 25.85% |
$10.8K - $13.5K
|
1.07K
$39.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-389- 2.26% |
$11.3K - $14.1K
|
16.8K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-500- 8.19% |
$14.5K - $18.1K
|
5.6K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-543- 6.25% |
$15.8K - $19.6K
|
8.15K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-600- 4.94% |
$17.4K - $21.7K
|
11.6K
$430K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-650- 99.85% |
$18.9K - $23.5K
|
1
$37.2
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-680- 7.85% |
$19.8K - $24.6K
|
7.98K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-767- 2.16% |
$22.3K - $27.8K
|
34.8K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-852- 7.99% |
$24.8K - $30.8K
|
9.81K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-883- 6.45% |
$25.7K - $31.9K
|
12.8K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-884- 5.66% |
$25.7K - $32K
|
14.7K
$548K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-913- 5.04% |
$26.6K - $33K
|
17.2K
$640K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-945- 9.74% |
$27.5K - $34.2K
|
8.76K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$29.9K - $37.2K
|
7.61K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 7.0% |
$30.7K - $38.1K
|
14K
$521K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.22K- 5.87% |
$35.5K - $44.2K
|
19.6K
$728K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.41K- 2.54% |
$41.1K - $51.1K
|
54.1K
$2.01M
|